Xpertdoc launched Xpertdoc Smart Flows 4.2, an innovative document generation and document flow automation solution, as part of the company’s next logical next step in the realization of their continued effort to help organizations create, store and deliver better documents, faster.
This release of Xpertdoc Smart Flows marks the introduction of three new connectors:
1. A full-blown turn-key integration for Sugar (SugarCRM) allowing users to execute document flows, deliver documents and store them against their Sugar records – all within the Sugar interface.
2. The Microsoft Dynamics 365 for Customer Engagement connectors have been updated to work wit the latest versions of Microsoft’s Dynamics 365 CE (customer engagement platform) and to better support on-premise deployments.
3. The addition of two new connectors to leading e-signature providers. The Adobe Signconnector lets you create and deliver agreements via the Adobe Sign e-signature platform (formerly known as EchoSign) and the OneSpan Sign (formerly known as eSignLive) connector allows you to include the creation and delivery of OneSpan Sign transaction packages as part of your Smart Flows.
Rudy Vanhille said that their focus as a company is to make their customers more productive by saving them time and money by solving their document generation challenges. Creating, managing and delivering engaging documents can be complex and time consuming especially if the process is heavily reliant on shared resources like IT. They’re trying to reduce that dependence by empowering the business user to manage their transactional document flows themselves.